The first inklings of a cooling of the love affair between investors and big tech may be starting to emerge with a sell off in sector stocks this week. Given how tech occupies a special place in the markets ecosystem, it is a warning that should be taken seriously, not just for bracingly upbeat stock valuations but also the darker corners of the financial system too.
本周科技板塊的拋售,或許標(biāo)志著投資者與大型科技企業(yè)“蜜月期”開始降溫的初現(xiàn)端倪。鑒于科技在金融市場生態(tài)中的特殊地位,這一警訊不容忽視——它不僅關(guān)系到令人振奮的高企估值,也關(guān)乎金融體系更為陰暗的角落。
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